Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSBJX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS J) | 13.68% | 36.28% | 15.34% | 3.81% | 9.45% | 10.15% | 7.82% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSBJX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS J) | 11/03/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 36.28 | 15.34 | 3.81 | 9.45 | 10.15 | 7.82 | … | … | 13.68 | 15.01 | 6.82 | 15.52 | -20.29 | 10.20 | 18.91 | 27.30 | -11.16 | 12.67 | 17.07 | -0.41 | 4.99 | 47.85 | 14.24 | -2.03 | 23.48 | 21.30 | -36.81 | 1.66 | 13.48 | 8.96 | 15.54 | 2.73 |
| Sharpe Ratio | NA | 1.92 | 0.61 | 0.06 | 0.35 | NA | NA | … | … | 1.59 | 0.54 | 0.17 | 0.62 | -0.77 | 0.44 | 0.47 | 1.68 | -0.69 | 1.04 | 1.01 | -0.03 | 0.30 | 3.25 | 0.87 | -0.06 | 0.99 | 0.63 | -0.87 | -0.08 | 0.62 | 0.44 | 0.93 | 1.06 |
| Standard Deviation(%) | NA | 17.71 | 20.23 | 22.34 | 22.61 | NA | NA | … | … | 20.20 | 22.62 | 18.53 | 19.43 | 28.31 | 23.19 | 39.47 | 15.35 | 18.15 | 11.61 | 16.61 | 16.18 | 16.65 | 14.73 | 16.49 | 32.59 | 23.55 | 33.40 | 43.38 | 19.06 | 16.23 | 15.12 | 15.64 | 16.79 |
| Draw Down(%) | NA | 12.08 | 26.25 | 36.62 | 42.01 | NA | NA | … | … | 12.08 | 25.08 | 10.20 | 18.67 | 26.14 | 19.70 | 42.01 | 8.98 | 28.60 | 6.12 | 16.39 | 13.49 | 16.06 | 5.34 | 12.61 | 29.39 | 19.28 | 32.95 | 51.09 | 12.73 | 15.86 | 9.37 | 13.89 | 4.93 |
| Yield(%) | 0.00 | 6.78 | 4.40 | 2.09 | 5.10 | 6.90 | 5.46 | … | … | 0.00 | 6.50 | 2.27 | 3.77 | 0.08 | 0.00 | 0.00 | 7.56 | 13.42 | 9.31 | 3.14 | 3.81 | 11.95 | 9.99 | 1.13 | 0.00 | 0.00 | 0.00 | 0.26 | 9.06 | 9.09 | 6.54 | 6.25 | 0.22 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBJX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS J) |
-19.03%
Feb 2006 – Feb 2009 |
-7.16%
Feb 2004 – Feb 2009 |
4.72%
Feb 2006 – Feb 2016 |
5.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSBJX (SMALLCAP FUND FKA SMALLCAP BLEND FUND CLASS J) |
26.94%
Feb 2009 – Feb 2012 |
26.40%
Feb 2009 – Feb 2014 |
16.32%
Feb 2009 – Feb 2019 |
12.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart